Headquartered in Fleming Island near Orange Park, Ponte Vedra and Jacksonville, Camarda offers fiduciary wealth and financial planning & portfolio advice to clients across Florida and the Southeast. Since 1993, we have provided investment, retirement, estate planning, asset protection, 401(k) rollovers, financial planning, real estate and business advice designed to help families get wealthier with less tax and risk.
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Led by Jeff and Kim Camarda, lead partners of the firm, who were also married in 2001, a culture of family values permeates throughout the firm. Over the years, each teammate has become an extension of that core family. At Camarda Wealth, we use a team approach philosophy applied to work with our clients, so they get the benefit of working with more than just one person.
We are proud of three pillars that make up the Camarda Wealth difference that we believe serves as a strong foundation for us to deliver excellent wealth management services. Camarda Wealth is a family-oriented company.
This is not just because we have family members that work within the organization, nor is it because we focus on working with families, but more because we make a constant effort to treat our clients like they are part of our family.Our relationships begin by caring for our clients, building trust and communicating often in an effort for them to best meet their financial goals.
This is not just because we have family members that work within the organization, nor is it because we focus on working with families, but more because we make a constant effort to treat our clients like they are part of our family.Our relationships begin by caring for our clients, building trust and communicating often in an effort for them to best meet their financial goals.
Founded in 1993, Camarda Wealth has been repeatedly recognized as a "top advisor"* by financial publications, is rated "A/Accredited" by the Better Business Bureau, noted as a "5-Star Advisor" by the independent Paladin Registry, and named a "Premier Advisor" by the National Association of Board Certified Advisory Practices.
At Camarda Wealth, we realize how fortunate we are and make a concerted effort to help those in need. From the early days of our firm until now, we have supported many charities with our "time, talent, and treasure", from volunteering to making financial contributions. For instance, we founded Junior Achievement of Clay County, and have been active in the Boy Scouts of America (now Scouts BSA) at the local and regional leadership levels.
401(k) Rollovers for Employer Retirement Plans in Jacksonville, Ponte Vedra, and Fleming Island, FL. When people change jobs or retire, one of the biggest challenges is deciding if it's smart to rollover your 401(k)-type plan to an IRA. The "roll 401(k) into IRA" process is fast and easy. Making the best choice can be very complex.
Reviews (10)
FunYacht
Jan 22, 2021
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I signed with Camarda after falling for the fiduciary pitch during a free steak dinner. Huge mistake. They continually disregarded my wishes and made countless errors. Their portfolio return was about half the average stock market return. I gave them one star because zero stars is not an option. UPDATE: I owed an extra $22,710 on my federal taxes after dumping them. I feel like such a fool for falling for the "fiduciary" pitch. Fool me once.
Ken
Aug 03, 2020
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We've been with Carmarda over 3 yrs after switching over from a disappointing run with BB&T. Jeff Carmarda and his Wealth advisory Group assisted us with the transition to Carmarda. Obviously, the economy was very good during this time and the ROI's were above average. What impressed us most about Carmarda is how they performed during the economic downturn of 2020...the pandemic unleashed on the world. Jeff and his team were very proactive during this period and made decisions that included every investor. Carmarda never forgets...it's your money!
Beth Shadden
Jul 06, 2020
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After researching financial advisors, I selected Jeff Camarda many years ago. As Camarda Wealth Advisory Group has expanded, it has never lost the personal touch. Through the years, I have received excellent financial advice on a number of financial matters. I have been impressed with their efforts to communicate with clients and to explain financial issues to the individual client's satisfaction.
Gail Packard
Dec 22, 2019
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Christina Zito
Nov 12, 2019
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Daniel Lombardi
Sep 10, 2019
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Angela Reemelin
Aug 11, 2019
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I have been with this company approximately 10 years after having been associated with multiple brokerage firms. The level of confidence, expertise, and knowledge is far and above any that I have experienced with money management. The management team is always available even after hours and on weekends. The investments have grown through recessions and down markets as well as bull markets. It is very important to have a fiduciary as your Investment counselor and this is by far the best fiduciary for money management.
Causey Vc
Jun 15, 2019
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Robert House
Jan 26, 2019
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I'm really tired of all the cold calls from this group! I blocked their phone numbers and they still get through. I explained that I'm really happy with Wells Fargo Advisers and wouldn't consider switching to a small unknown company.
Update...Now these folks claim that I was "actively looking for a financial advisor". Wrong! I have no desire to ever change from Wells Fargo Advisers. These guys could never match the returns that I've gotten from Wells for over 20 years now. I didn't complete any survey so they're being loose with the facts.
DO NOT CALL. Get it?
Update...Now these folks claim that I was "actively looking for a financial advisor". Wrong! I have no desire to ever change from Wells Fargo Advisers. These guys could never match the returns that I've gotten from Wells for over 20 years now. I didn't complete any survey so they're being loose with the facts.
DO NOT CALL. Get it?
Jon C.
Jun 08, 2018
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